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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$244M +$10.5M +156,242 +5%
FMWA
2
Forvis Mazars Wealth Advisors
Missouri
$225M +$29.1M +432,788 +15%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$160M +$8.77M +130,624 +6%
Bank of America
4
Bank of America
North Carolina
$158M -$6.01M -89,531 -4%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$128M +$10.9M +162,128 +10%
Raymond James Financial
6
Raymond James Financial
Florida
$127M +$3.08M +45,852 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$117M -$56.2M -836,682 -33%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$113M +$6.36M +94,735 +6%
Ameriprise
9
Ameriprise
Minnesota
$82.7M +$16.5M +246,372 +25%
Osaic Holdings
10
Osaic Holdings
Arizona
$75.7M -$51.7M -769,640 -41%
HighTower Advisors
11
HighTower Advisors
Illinois
$69.7M +$1.82M +27,149 +3%
UBS Group
12
UBS Group
Switzerland
$59.4M -$2.74M -40,796 -4%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$55.7M +$2.95M +43,864 +6%
RWP
14
RWA Wealth Partners
Massachusetts
$51.6M +$3.68M +54,750 +8%
PWA
15
Peterson Wealth Advisors
Utah
$49.5M +$1.79M +26,619 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$47M -$3.67M -54,629 -7%
CFS
17
CGC Financial Services
Oregon
$44.9M -$28.5M -425,098 -39%
TSS
18
Taylor Securities Services
Pennsylvania
$40.9M -$6.05M -90,013 -13%
MML Investors Services
19
MML Investors Services
Massachusetts
$37.5M +$6.37M +94,917 +21%
UCFA
20
United Capital Financial Advisors
Texas
$35.4M +$5.01M +74,633 +17%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$34.2M -$392K -5,830 -1%
JP Morgan Chase
22
JP Morgan Chase
New York
$34.1M -$2.54M -37,792 -7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$33.1M +$5.53M +82,279 +20%
Stifel Financial
24
Stifel Financial
Missouri
$29.3M -$239K -3,555 -0.8%
PAG
25
Private Advisor Group
New Jersey
$28M +$10.1M +150,308 +57%